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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘21
XSW icon
601
State Street SPDR S&P Software & Services ETF
XSW
$515M
9 15 6 29.7%
IVOG icon
602
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.73B
9 14 5 52%
YSG
603
Yatsen Holding
YSG
$319M
9 33 24 94.5%
FDUS icon
604
Fidus Investment
FDUS
$751M
9 17 8 27.3%
RBB icon
605
RBB Bancorp
RBB
$466M
9 12 3 35.8%
TRNS icon
606
Transcat
TRNS
$888M
9 16 7 93.3%
DWAS icon
607
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$449M
9 19 10 38.6%
PCN
608
PIMCO Corporate & Income Strategy Fund
PCN
$883M
9 15 6 31.8%
QDEF icon
609
FlexShares Quality Dividend Defensive Index Fund
QDEF
$564M
9 13 4 79.3%
RWK icon
610
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
9 13 4 76.8%
BFC icon
611
Bank First Corp
BFC
$1.76B
9 10 1 111%
TDF
612
Templeton Dragon Fund
TDF
$273M
9 14 5 53.9%
PRLD icon
613
Prelude Therapeutics
PRLD
$428M
9 17 8 87.6%
NL icon
614
NLI Holdings
NL
$319M
9 9 0 12.3%
SPGM icon
615
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.77B
9 13 4 69.3%
MSB
616
Mesabi Trust
MSB
$305M
9 18 9 22.6%
DBB icon
617
Invesco DB Base Metals Fund
DBB
$314M
9 17 8 35.8%
FTSD icon
618
Franklin Short Duration US Government ETF
FTSD
$309M
9 12 3 5.31%
BJAN icon
619
Innovator US Equity Buffer ETF January
BJAN
$349M
9 18 9 77%
FVAL icon
620
Fidelity Value Factor ETF
FVAL
$1.38B
9 13 4 86.2%
IGRO icon
621
iShares International Dividend Growth ETF
IGRO
$1.31B
9 13 4 42.9%
ATLC icon
622
Atlanticus Holdings
ATLC
$1.47B
9 10 1 220%
USSG icon
623
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$596M
9 12 3 99.4%
IFRX icon
624
InflaRx
IFRX
$296M
9 18 9 48.5%
AMZA icon
625
InfraCap MLP ETF
AMZA
$477M
9 13 4 108%
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